Diligence Wealth Management, LLC

03/30/2026

I used to worry about clients seeing me on the weekends, in dirty jeans, dusty boots, running into Home Depot between ranch projects.

Not exactly the “polished” version of a financial advisor. Somewhere along the way, I got over it.

Because the discipline and grit I’ve learned out here is exactly what I bring to my clients, who are just as real as me.

(Pic from last weekend, where my husband and I installed a new 40' culvert)

03/26/2026

Honored to step into my first speaking role, leading a breakout session at the 2026 Ameritas Broker Dealer Conference in Nashville, TN.

I shared principles from “The Confident Mind” and how my journey to become a better equestrian has led me to become a stronger, more effective financial advisor for my clients.

Grateful for the opportunity, proud of the preparation behind it, and looking forward to what’s next 🎤

02/24/2026

(1 of 2) My featured story in the ‘Heart of AssetMark’ Campaign:

How my journey with horses led me to become a financial advisor. Just like riding a horse, financial advising is about connection, trust, and providing guidance. AssetMark empowers me to deliver top-tier service to my clients while also maintaining the flexibility to enjoy life on my ranch with my horses.

About AssetMark:

AssetMark is a leading, independent wealth management platform that empowers financial advisors with sophisticated technology, curated investment solutions, and personalized service. It acts as a comprehensive "engine" behind the scenes, allowing advisors to efficiently manage client portfolios, streamline operations, and focus on fostering long-term client relationships.

02/23/2026

(2 of 2) My featured story in the ‘Heart of AssetMark’ Campaign:

How my journey with horses has taught me to lead with confidence, embrace discomfort, and search for authenticity while using AssetMark to grow my wealth management business.

About AssetMark:

AssetMark is a leading, independent wealth management platform that empowers financial advisors with sophisticated technology, curated investment solutions, and personalized service. It acts as a comprehensive "engine" behind the scenes, allowing advisors to efficiently manage client portfolios, streamline operations, and focus on fostering long-term client relationships.

02/16/2026

The AssetMark Gold Forum was a fantastic opportunity to connect with other advisors, hear new ideas, and watch incredible keynote speakers. Best industry conference for learning and having fun!
Marco Island, FL

02/06/2026

Tonight marked the 25th silver anniversary of the financial group that I’ve been part of for 14 years.

2️⃣ meaningful things happened:

🏆 I was honored with the top producer award for stock market investment business. Being recognized for something I built from nothing was deeply validating. Our leader, Chris Vaccaro, has played a huge role in shaping the advisor I am today and I’m grateful for his guidance.

❤️ Early this morning another advisor, someone I narrowly edged out for this award, someone I deeply respect and who constantly challenges himself to elevate what it means to be an advisor, shared something that stopped me in my tracks. He told me that his wife has instructions to contact me if anything ever happens to him.

Coming from a man I consider the standard I’m always striving toward, that level of trust is the highest compliment I could receive. It’s confidence that isn’t given lightly. What an honor. What a night!

www.diligencewm.com

12/01/2025

❤️ I appreciate this Thanksgiving client email so much 🥰 I’m grateful for the amazing people I work with everyday. It takes a special person to go out of their way on a holiday to send this.

11/14/2025

Guest speaker at a financial advisor event in the Bay Area today. I shared best practices and ways that I serve my clients at a high level. Honored that such a large institution chose me from hundreds of advisors to share my story.

10/29/2025

Learning, networking, and collaborating in Cincinnati, Ohio at the Ameritas Connection Conference. Tons of great info on AI!

08/25/2025

Happy to be a Sponsor of this great show!

NCRCHA is honored to present a Memorial Non Pro Boxing Spectacular in remembrance of Doug Ingersoll. Doug was an ardent supporter of NCRCHA. We are looking to our community of friends, exhibitors, trainers, judges and supporters to give us a hand in making this event something that Doug would be proud to be a part of. The event will take place on Friday, October 24th at Rolling Hills Equestrian Center, Corning CA
Entry forms will be available on Oct 1, 2025.

https://www.zeffy.com/en-US/ticketing/doug-ingersoll-memorial-non-pro-boxing-spectacular

08/22/2025

Met with a couple today who are 10 years out from retirement, who luckily have pensions. We modeled out their expenses + inflation with different scenarios to give them peace of mind. They can retire sooner than they thought!

💰CASH 💰
I noticed $275k in cash from an inheritance and allocated $200k to stocks within the software. Their future net worth exploded dramatically. Certain changes can have HUGE impacts.

📋 Other Topics:

✅ Roth Conversions
📉 Debt pay down priorities
📈 Tax efficient investments
🏦 Social Security withdrawal strategy
📊 Stock/bond mix of 401ks
🛌 Long Term Care planning (3 ways)
✈️ Travel budget for the 1st 10 years in retirement
🚘 New car purchase

👉🏼Learn more about my “One & Done Plan” here https://www.diligencewm.com/pricingelec